Skip to content

Michael James Reilly

Investment adviser representative at Mint Asset Management LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$64.5MFirm assets

Are you Michael James Reilly? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Mint Asset Management, LLCMar 2024 to now
  2. Rowe Wealth Management LLC d/b/a AvalonNov 2015 to Mar 2024

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 2 states (CT, TX).

Mint Asset Management LLC

$64.5MAssets managed
56Clients
4Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2006998
Firm CRD
315568
Advisor's SEC record (opens in a new tab)
CallContact this firm